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Abanktrustdepartmenthasthreeportfoliomanagers(DianeCole TomasBermude
问题详情
Abanktrustdepartmenthasthreeportfoliomanagers(DianeCole,TomasBermudez,andAnthonyRing),whohavebeenawardedtherighttousetheCFAdesignation,andoneotheremployee(DianeTakao)whohasregisteredfortheLevel3CFAexam.Thebankwantstoincludeinformationabouttheseindividualsinabrochure.AccordingtoCFAInstituteStandardsofProfessionalConduct,whichofthefollowingisthemostappropriateusethedesignationinthebrochure?A)AnthonyRingisaCharteredFinancialAnalystwhohashad10yearsofexperienceasaportfoliomanager.
B)DianeTakaopassedLevel2oftheCFAexaminationandiscurrentlyenrolledtotakeLevel3.
C)TomasBermudezisaCFA-typeportfoliomanager,whospecializesingrowthstocks.
D)DianeColeisoneofthreeCFAsinourtrustdepartment.